OWP
TOL icon

ORG Wealth Partners’s Toll Brothers TOL Stock Holding History

ORG Wealth Partners’s Portfolio TOL Stock Details TOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$540K Buy
3,275
+4
+0.1% +$569 0.08% 139
2026
Q1 		$446K Buy
3,271
+5
+0.2% +$734 0.09% 140
2025
Q4 		$442K Buy
3,266
+4
+0.1% +$543 0.1% 129
2025
Q3 		$451K Buy
3,262
+182
+6% +$23.8K 0.1% 134
2025
Q2 		$363K Buy
3,080
+1,103
+56% +$114K 0.09% 137
2025
Q1 		$208K Sell
1,977
-195
-9% -$23.4K 0.06% 184
2024
Q4 		$274K Buy
2,172
+201
+10% +$29.8K 0.08% 103
2024
Q3 		$305K Buy
+1,971
New +$267K 0.1% 91

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ORG Wealth Partners's TOL Position: Q2 2026 in Review

ORG Wealth Partners increased its Toll Brothers (TOL) stake by 0.12% in Q2 2026, buying an estimated $569 and bringing the position to 3,275 shares worth $540K. The position accounts for 0.08% of the portfolio, ranked #139.

ORG Wealth Partners first reported a position in TOL in Q3 2024 and has held it in 8 quarters since. 802 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • ORG Wealth Partners held 3,275 shares of Toll Brothers worth $540K as of Q2 2026.
  • ORG Wealth Partners bought 4 Toll Brothers shares in Q2 2026, an estimated $569.
  • Toll Brothers made up 0.08% of ORG Wealth Partners's portfolio in Q2 2026, its #139 holding.
  • ORG Wealth Partners first reported a position in Toll Brothers in Q3 2024 and has held it in 8 quarters since.
  • 802 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.